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  Miscellaneous 2004

Superannuation Planning Issues

Source: Western Australia

Published Date: 20 Aug 2004

 
This presentation covers the following topics:
- nominations - do you make a nomination?
- lump sum benefits - tax effective receipts
- is your pension reversionary? Residual capital values - how are they taxed? Reconstituting a SMSF when a person dies.

The presentation refers to the case studies prepared by Stephen Hunter at the Estate Planning seminar held in Adelaide on 12 February 2004. Click here to view the case studies.

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  • Published By: Ultan Stephenson
  • Published On:20 Aug 2004
  • Took place at:City West Function Centre, West Perth

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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Miscellaneous 2004

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